Apple Thoughts

Apple is coming up with another iPhone. They are already the most valuable technology company in the world having overtaken Microsoft recently. The consensus conventional wisdom is that the future is clearly an Apple-rich one.  


Then how come most of the large Indian IT companies are doing nothing about it? Go to the websites of the top 10 Indian IT giants and you will be hard pressed to find anything about Apple. It is almost as if the most exciting tech company in the world did not exist for these Indian techies. You might argue the story is the same for the global biggies like IBM, Accenture and Cap Gemini but I do find evidence of them starting to think (if not worry) about Apple here, here and here.  I googled to find Rob Enderle has even speculated at length about a merger between Apple and IBM!!!! 


This apathy is probably because Apple has still not made any significant moves into the corporate world, having kept themselves more than busy in mesmerizing and dazzling individual consumers worldwide over the last several years. 


Most of the Indian IT companies are mainly servicing the corporate world, where it is true that there are very few Apple products. Until  now that is. However, this may be about to end as we can already see from the slow but sure entrance of the iPhone into most companies. Knowing the kind of person Steve Jobs is, he is surely not going to let the huge corporate market just lie around without doing anything about it sooner than later. 


My prediction is that the Indian IT company (or companies) which gets its Apple Strategy correct would be in super shape come 2020 and the rest are going to be caught napping. Is this surprising? Am I making too risky a bet? I don't really think so. It's just a hunch and I can just see it coming. 


Come on, I am only betting on Steve Jobs...what can be safer than that?